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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Thursday, October 22, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)
    Register

    With the historically high lifetime exemptions, we’re in a window of opportunity for families to plan the transition of family business ownership and wealth across generations. Learn through a case study approach how families have utilized private family trust companies as part of their family enterprise to maintain control of family wealth and keep families together.

    Cindy is Founder and President of CLS Consulting, LLC, where she is a consultant and advisor working with high net worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters. Cindy develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics. In working with clients, she draws on the experience she gained working for families who have: 1) experienced a liquidity event, 2) owned a controlling interest in a publicly-traded company, and 3) operated a privately-held business enterprise.

    She co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act allowing for both licensed and unlicensed family trust companies in Ohio. Cindy has formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware.

    Prior to her law career, Cindy worked at Procter & Gamble and United Airlines in the sales and marketing arena.

    Cindy received her J.D., magna cum laude, from Cleveland-Marshall College of Law. She is admitted to practice law in Ohio, Florida (inactive), Wyoming (inactive), and South Dakota. Her Bachelor of Arts degree is in Business Economics from the College of Wooster where she graduated With Honors and Phi Beta Kappa. She also has a Master of Business Administration with a Marketing Concentration from DePaul University where she graduated With Distinction.

    In addition to her significant work with non-profit organizations, Cindy is an active volunteer with American Brittany Rescue having fostered over 25 dogs. Welcome Back Ranch, LLC is Cindy’s personal business venture specializing in boarding retired horses that can no longer be ridden. Her business plan centers on providing high quality care for senior horses to live out their lives in a herd environment on her 85-acre farm in Valley City, OH.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.




    • Thursday, November 05, 2020
    • 3:00 PM - 4:30 PM (EST)
    • Zoom (Details provided the day prior to the program)
    Register

    A 5th generation member of an active family enterprise provides an in-depth look at how one family in south Georgia has used intricate family governance structures and intentional decision-making processes to navigate through fortunate and challenging times. The speaker compares the notes of the various advisers who have helped create and implement these family governance structures, and also shares intimate personal experiences (both positive and negative) of family members at each generation with respect to issues surrounding family governance and decision-making processes.

    Thompson Turner is part of the 5th generation of family ownership at the W.C. Bradley Company and has participated in both the business and charitable endeavors of his family’s enterprise. W.C. Bradley was founded in 1885 in Columbus, Georgia and is still privately held by the family of its founder. The company heritage includes operating diverse businesses. Today, it is comprised of the following companies focused on home and leisure products and services: Char-Broil, Zebco Brands, Lamplight, and W.C. Bradley Co. Real Estate. The Bradley-Turner Foundation, using contributions from the company’s success, supports the community and region through many different programs. The foundation is one of the largest charitable foundations in Georgia.

    As an estate planning attorney, Thompson's practice focuses on all aspects of sophisticated estate and wealth transfer planning as well as estate and trust administration. His experience includes creating and implementing straightforward and complex estate plans, advising clients on wealth transfer tax issues, creating and advising private foundations, business succession planning for closely-held businesses, insurance planning and post-death administration of estates and trusts. He holds a B.A. from Vanderbilt University, a Juris Doctorate from Emory Law School, and a Master of Laws in Taxation from Loyola Law School.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.


    • Thursday, November 12, 2020
    • 3:00 PM - 4:30 PM (EST)
    • Zoom (Details provided the day prior to the program)
    Register

    This session will discuss the introduction to framework of five types of transactions and take a  deeper dive on how recaps (minority or majority recapitalization) can be a great alternative to 100% sale.  Our speakers will also discuss the steps in process that are the same for any of the types and the pros and cons of recapitalizations.  A few examples with calculations, steps and key ‘decision points’ and  stories (with ‘dummy’ numbers to maintain confidentiality) will also be shared. 

    SPEAKERS:

    Paul Carleton, Managing Partner, Carleton McKenna & Co, LLC

    Paul has more than 40 years of experience in corporate and investment banking focusing on mergers and acquisitions and capital raising activities for both private and public corporations. Prior to establishing Carleton McKenna, Paul was founder and Senior Managing Director of Carleton, McCreary, Holmes & Company, which was acquired by KeyCorp. Paul was previously Senior Managing Director and Head of Corporate Finance at the regional investment banking firm of McDonald & Company.

    Paul has extensive corporate governance experience serving on corporate boards and not-for-profit boards. He has served on over 15 private company boards and currently sits on the Boards of E & H Family Group, Inc. and Breuer Premium Pet Food, Inc. His not-for profit experience includes Bluecoats, Inc., Baldwin Wallace University, (former Chair) and Playhouse Square Foundation. He previously served on the boards of the Center for Health Affairs; Leadership Cleveland; FBI Citizens’ Academy Foundation; University Hospitals Case Medical Center (Vice Chair) and University Hospitals Medical Group.

    Paul earned his bachelor’s degree from Baldwin Wallace University and his master’s in business administration from Northwestern University. He also received an honorary doctorate degree from Baldwin Wallace University.

    Christopher McKenna, Managing Director, Carleton McKenna & Co, LLC

    Before joining Carleton McKenna, Chris partnered with a private equity firm to buy a Cleveland manufacturing business where he was President and CEO. Previously, Chris was the Director of Financial Analysis with the MacLean-Fogg Company in Chicago where he executed on financial transactions and acquisitions and also managed a business unit.

    Chris was an Associate with the investment banking firm of Rodman & Renshaw in New York, where he was involved with private and public transactions to raise equity, subordinated and senior debt. He began his career in commercial banking in New York with Manufacturers Hanover Trust and Security Pacific Business Credit.

    Chris has served on the boards of a number of private corporations and not-for-profits, including: The First Tee of Cleveland, the Leadership Council of University Hospitals Ahuja Medical Center and The Center for Health Affairs.

    Chris received his B.A. in Economics from Dartmouth College and his M.B.A. with High Distinction from the University of Michigan Business School. Chris enjoys golf, is an avid skier and has passed his skiing passion on to his four children.

    Nora Mahoney, Vice President and Counsel, Carleton McKenna & Co, LLC

    Nora T. Mahoney serves as Vice President & Counsel with Carleton McKenna & Company. She has experience with securities regulation, corporate governance, and broker dealer registrations. Nora is primarily responsible for the execution of capital raisings and private placement assignments across a variety of industries, as well as M&A advisory for business owners.

    Prior to joining Carleton McKenna, Nora practiced in commercial litigation. While in law school, she worked for Ohio Attorney General Mike DeWine where she was actively involved in many aspects of pretrial practice.

    Nora received her B.A. from Baldwin Wallace University, and Juris Doctor and Masters from Vermont Law School. She is a member of the Board of Trustees of Baldwin Wallace University, is actively involved in various nonprofits and associations, and was named by Crain’s Cleveland Business Magazine as one of “20 in their 20s” 2016 Cohort, and by Cleveland Magazine as “One to Watch” in their 2018 talent issue. Nora’s hobbies include yoga and adding to her ever-growing vinyl collection.


    REGISTRATION FEES:

    AFHE Members:  $60 per webinar session

    Non-Members:  $80 per webinar session


    CONTINUING LEGAL EDUCATION CREDITS:

    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.



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Attorneys for Family-Held Enterprises

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P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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